Form 4 for HFWA HERITAGE FINANCIAL CORP /WA/
Accepted 2023-03-16 00:00:00 ET · period of report 2023-03-15 · accession 0001046025-23-000061 · SEC index · Original document
Summary rows
Aggregated the way they appear in lists: one row per insider, transaction code and security table.
| X | Filed | Traded | Ticker | Insider | Title | Type | Price | Qty | Owned | ΔOwn | Value |
|---|---|---|---|---|---|---|---|---|---|---|---|
| DM | 2023-03-16 | 2023-03-15 | HFWA | Curran Amy E. | EVP Dir Commercial Lend | M - OptEx | $22.83 | +2,253 | 16.9K | +15% | +$51.4K |
| D | 2023-03-16 | 2023-03-15 | HFWA | Curran Amy E. | EVP Dir Commercial Lend | F - Tax | $22.83 | -462 | 16.5K | -3% | -$10.5K |
| DM | 2023-03-16 | 2023-03-15 | HFWA | Curran Amy E. | EVP Dir Commercial Lend | M - OptEx | $22.83 | -2,253 | 0 | -100% | -$51.4K |
Purchase Sale Sale after option exercise All abbreviations
Every reported transaction
| # | Table | Security | Date | Code | A/D | Shares | Price | Owned after | Own | Exercise / expiry | Underlying | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Common | Common Stock | 2023-03-15 | M | A | 154 | $22.83 | 15,455 | D | — | — | |
| 2 | Common | Common Stock | 2023-03-15 | M | A | 201 | $22.83 | 15,301 | D | — | — | |
| 3 | Common | Common Stock | 2023-03-15 | M | A | 436 | $22.83 | 15,100 | D | — | — | |
| 4 | Common | Common Stock | 2023-03-15 | M | A | 567 | $22.83 | 16,022 | D | — | — | |
| 5 | Common | Common Stock | 2023-03-15 | M | A | 895 | $22.83 | 16,917 | D | — | — | |
| 6 | Common | Common Stock | 2023-03-15 | F | D | 462 | $22.83 | 16,455 | D | — | — | |
| 7 | Derivative | Restricted Stock Units | 2023-03-15 | M | D | 895 | $22.83 | 1,790 | D | $0.00 · 2023-03-15 to 2025-03-15 | 895 Common Stock | (F2) RSU Grant Awarded 02/22/2022 |
| 8 | Derivative | Restricted Stock Units | 2023-03-15 | M | D | 567 | $22.83 | 583 | D | $0.00 · 2023-03-15 to 2024-03-15 | 567 Common Stock | (F3) RSU Grant Awarded 02/25/2021 |
| 9 | Derivative | Restricted Stock Units | 2023-03-15 | M | D | 154 | $22.83 | 619 | D | $0.00 · 2023-03-15 to 2027-03-15 | 154 Common Stock | (F2) RSU Grant Awarded 02/22/2022 |
| 10 | Derivative | Restricted Stock Units | 2023-03-15 | M | D | 436 | $22.83 | 0 | D | $0.00 · 2023-03-15 to 2023-03-15 | 436 Common Stock | (F1) RSU Grant Awarded 02/26/2020 |
| 11 | Derivative | Restricted Stock Units | 2023-03-15 | M | D | 201 | $22.83 | 0 | D | $0.00 · 2023-03-15 to 2023-03-15 | 201 Common Stock |